UBS Group Ownership

UBS
 Stock
  

USD 18.46  0.03  0.16%   

Some institutional investors establish a significant position in stocks such as UBS Group in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of UBS Group, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Also, please take a look at World Market Map.
  
As of 12/03/2022, Preferred Dividends Income Statement Impact is likely to grow to about 195.2 M, while Payment of Dividends and Other Cash Distributions is likely to drop (3.3 B). As of 12/03/2022, Weighted Average Shares is likely to drop to about 3.2 B. In addition to that, Issuance Purchase of Equity Shares is likely to drop to about (820.5 M).
UBS Group AG shows a total of three billion one hundred eighty-two million three hundred fifty thousand eighty outstanding shares. Over half of UBS Group AG outstanding shares are owned by institutional holders. These institutional holders are typically referred to corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Therefore, these institutions are subject to different rules and regulation than regular investors in UBS Group AG. Please watch out for any change in the institutional holdings of UBS Group as this could mean something significant has changed or about to change at the company. Please note that no matter how much assets the company owns, if the real value of the entity is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

UBS Group Stock Ownership Analysis

About 57.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.04. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UBS Group AG has Price/Earnings To Growth (PEG) ratio of 1.69. The entity last dividend was issued on the 12th of April 2022. The firm had 2:1 split on the 10th of July 2006. UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland. UBS Group operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 72009 people. For more information please call Ralph Hamers at 41 44 234 11 11 or visit https://www.ubs.com.

UBS Group Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as UBS Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UBS Group AG backward and forwards among themselves. UBS Group's institutional investor refers to the entity that pools money to purchase UBS Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zweig Advisers LlcCommon Shares623 K10 M
Zweig Advisers LlcCommon Shares623 K12.1 M
Zurich Insurance Group LtdCommon Shares1.8 M27.1 M
Zurich Insurance Group LtdCommon Shares2.2 M35.2 M
Zurich Insurance Group LtdCommon Shares1.5 M30.2 M
Zurich Insurance Group LtdCommon Shares1.2 M21.4 M
Zurich Insurance Group LtdCommon Shares2.3 M36.5 M
Note, although UBS Group's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Be your own money manager

Our tools can tell you how much better you can do entering a position in UBS Group without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Equity Valuation Now

   

Equity Valuation

Check real value of public entities based on technical and fundamental data
All  Next Launch Module

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Also, please take a look at World Market Map. Note that the UBS Group AG information on this page should be used as a complementary analysis to other UBS Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

Complementary Tools for UBS Group Stock analysis

When running UBS Group AG price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Fund Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Is UBS Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UBS Group. If investors know UBS Group will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UBS Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.18) 
Market Capitalization
58.8 B
Quarterly Revenue Growth YOY
(0.10) 
Return On Assets
0.0067
Return On Equity
0.13
The market value of UBS Group AG is measured differently than its book value, which is the value of UBS Group that is recorded on the company's balance sheet. Investors also form their own opinion of UBS Group's value that differs from its market value or its book value, called intrinsic value, which is UBS Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS Group's market value can be influenced by many factors that don't directly affect UBS Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine UBS Group value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.